Experience

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  Wells fargo

  Dec 2005 - Jul 2021

  Manage the team to ensure consistent achievement of sales and customer experience goals as specified in the Wells Fargo Quarterly Incentive PlanActively coaches the entire store team to provide extraordinary customer experience,achieve sales and service mastery and operational skillsSuccessfully build and maintain a highly engaged team through hiring, developing and promoting team membersAchieve 100% compliance with Wells Fargo Internal policies and procedures,audit compliance, security and operational integrityFinancial acumen in all product lines including Business Banking products, commercial lending, consumer loans/deposits/credit productsReceived Peninsula Market and Diablo Bay Region Leadership Council RecognitionActively representing Wells Fargo in the community Show less Provided broad base financial and credit services with goal of earning 100% of their businessSupervised daily operations of Tellers; ensure that bank Policies and Procedures were followedResponded to clients regarding account information; investigated problems and performed problem resolutionAs a Business Champion worked with small business customers to determine business needs and find bank products that would help clients to achieve their goals.Continually meet and exceed quarterly sale and service goalsReceived Peninsula Market Golden Coach recognition Show less

  • Assistant Vice President Premier Banker

    May 2020 - Jul 2021

  • Assistant Vice President Branch Manager

    Jan 2008 - May 2020

  • Personal Banker

    Dec 2005 - Dec 2007
• 

  Morgan stanley

  Jul 2021 - Aug 2023

  Assistant vice president wealth management associate
• 

  Jpmorganchase

  Aug 2023 - now

  Assistant vice president private client banker